|
1
|
Bank of America
Charlotte,
North Carolina
|
$87.5M
|
-$26.5M
|
-1,506,099
|
-23%
|
|
|
2
|
|
$28.9M
|
-$2.93M
|
-166,641
|
-9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$23.3M
|
+$3.35M
|
+190,357
|
+16%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$18.8M
|
-$129K
|
-7,313
|
-0.7%
|
|
|
5
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$15.9M
|
+$369K
|
+20,973
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.8M
|
+$1.41M
|
+79,995
|
+12%
|
|
|
7
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
$8.19M
|
+$474K
|
+26,991
|
+6%
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$7.19M
|
+$7.42M
|
+422,221
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.21M
|
-$42K
|
-2,390
|
-0.8%
|
|
|
10
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4.5M
|
-$48.1K
|
-2,738
|
-1%
|
|
|
11
|
Lucia Wealth Services
San Diego,
California
|
$4.46M
|
+$4.18M
|
+237,891
|
+979%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$3.85M
|
+$451K
|
+25,672
|
+13%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$3.35M
|
+$45.2K
|
+2,573
|
+1%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.31M
|
+$86.8K
|
+4,938
|
+3%
|
|
|
15
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.82M
|
-$89.5K
|
-5,091
|
-3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.73M
|
+$446K
|
+25,402
|
+19%
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$2.62M
|
+$87.8K
|
+4,998
|
+3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.1M
|
+$818K
|
+46,532
|
+61%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.06M
|
+$25.5K
|
+1,453
|
+1%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.65M
|
+$27.6K
|
+1,570
|
+2%
|
|
|
21
|
|
$1.41M
|
-$616K
|
-35,047
|
-30%
|
|
|
22
|
Cetera Advisors
Denver,
Colorado
|
$1.31M
|
-$78K
|
-4,436
|
-5%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$438K
|
+24,893
|
+49%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.27M
|
-$918K
|
-52,258
|
-41%
|
|
|
25
|
Oppenheimer & Co
New York
|
$1.23M
|
+$64.8K
|
+3,686
|
+5%
|
|
